Allocation Keys Workspace

Use this workspace to maintain allocation keys.

You use allocation keys in the Budget Journal workspace to specify how to allocate the total budget sum for an account over the 12 periods of the fiscal year. For instance, an allocation key can specify that a budget entry is allocated quarterly-that is, distributed evenly in four equal parts.

Maconomy provides the following additional methods for allocating:

• Base the allocation on an existing budget—You enter the name and version of an existing budget model. Maconomy allocates new budget figures that have given selection criteria in the same way as it allocates budget figures that have the same selection criteria in the existing budget.
• Base the allocation on an actual set of accounts—You enter the fiscal year of the set of accounts. Maconomy allocates new budget figures using the actual figures for the fiscal year. If there are no actual figures (or earlier budget figures) for given selection criteria, Maconomy allocates the amount evenly among the 12 periods

When you use the allocation key in a budget journal, Maconomy uses the latest version of the key.

Changing an allocation key does not affect existing budget entries and budget journal lines.